Personal Finance Advisor
Hybrid · Saint-Apollinaire, Quebec, Canada or Laurier-station, Québec, Canada
Job Summary
Advises caisse members on financial strategies and builds lasting client relationships, offering investments, loans and insurance solutions to help meet financial goals. Engages with young members and individuals, conducts outreach in the community, stays current on market trends, and collaborates with partners to design integrated financial strategies. Requires strong interpersonal skills, knowledge of French, and familiarity with Desjardins products and financial services; role supports a hybrid work arrangement in Canada.
Required Qualifications
- College diploma in a related field
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks
- Knowledge of debt management
- Knowledge of compliance with legislation respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of Desjardins business processes
- Knowledge of service standards
- Knowledge of operating procedures pertaining to investment and financing activities
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